See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $18,916 |
EMPLOYEE BENEFITS GROUP, LLC2 years Service code 13 · EIN 73-1554797 | Contract Administrator | $4,424 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 | Investment Management | $629 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,675 | $138,065-36.5% | $123,544-29.0% | $135,375-35.2% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -18.09% | 153.68%-171.8pp | 119.20%-137.3pp | 519.73%-537.8pp |
| Employer contribution / active EE | $7,387 | $5,151+43.4% | $4,628+59.6% | $4,779+54.6% |
| Participant deferral / active EE | $15,556 | $6,799+128.8% | $6,426+142.1% | $5,609+177.3% |
| Admin fee / account holder | $246 | $10,916-97.7% | $9,284-97.4% | $10,827-97.7% |